{"id":3832,"date":"2015-09-03T22:57:48","date_gmt":"2015-09-03T22:57:48","guid":{"rendered":"http:\/\/staging.evolphin.com\/help\/?p=3832"},"modified":"2020-04-27T10:16:30","modified_gmt":"2020-04-27T14:16:30","slug":"upgrade-checklist","status":"publish","type":"post","link":"https:\/\/staging.evolphin.com\/help\/deployment\/pre-deployment\/upgrade-checklist\/","title":{"rendered":"Upgrade Checklist"},"content":{"rendered":"\n

Prior to a Zoom upgrade, it is highly recommended you walk through this checklist with your internal IT team and Evolphin support representative.<\/p>\n\n\n\n

Item<\/strong><\/td>Description<\/strong><\/td><\/tr>
Setup an upgrade window<\/td>Select a time window such as Friday noon to evening to schedule the upgrade with minimal disruption to the creative groups<\/td><\/tr>
Create a test plan<\/td>Create a customer specific test plan for testing an upgrade. This should cover the common Zoom workflows that your users are executing every day<\/td><\/tr>
eZ Downloader setup<\/td>If eZ Downloader server is not installed, set it up ideally on its on VM else on a shared machine such as Zoom Preview Server. Pull server & client build from Evolphin download site but not approve them for distribution<\/td><\/tr>
Try it on a test workstation<\/td>Before approval the eZ client build for all the end-users, try the client build on a test workstation. If setting up eZ for the first time, uninstall the old client build and run the eZ Installer on the client workstation<\/td><\/tr>
Backup Zoom files<\/td>Follow the upgrade guides and decide if you need to move or backup the Zoom DB folder out from installation directory. Also backup the conf\/ folders for all the Zoom servers including Preview Servers.<\/td><\/tr>
Perform the upgrade<\/td>Either have Evolphin team or your IT perform the upgrade & restore\/apply the config changes to connect with the old Zoom database<\/td><\/tr>
Review new Zoom features<\/td>If the upgrade has new features, please review the Zoom release notes with your team to see if you can use them in your workflow<\/td><\/tr>
Test plan<\/td>Execute the upgrade test plan to confirm all your current workflows with Zoom are functioning fine. A sample test plan is listed below.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Sample Test Plan<\/h3>\n\n\n\n

A sample upgrade test plan template that customer should create:<\/p>\n\n\n\n

Module<\/strong><\/td>Test Case<\/strong><\/td>Test Description<\/strong><\/td>Test Result<\/strong><\/td><\/tr>
Asset Browser<\/td>Check-in revision<\/td>Edit Cream 30g.indd and verify if check-in via Asset Browser Worked<\/td>Pass<\/td><\/tr>
Web Client<\/td>Upload a file via web client<\/td>Upload via the drag-n-drop feature and see if Zoom server updates the version for an existing file or adds the new file<\/td>Pass<\/td><\/tr>
…<\/td>…<\/td>…<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Post-Upgrade Validation<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Done<\/strong><\/td><\/tr>
Assets Visible in Asset Browser (VAB)<\/td>Ensure server.xml was copied and DB Specs are pointing to the correct database & redo log paths<\/td>IT, User<\/td><\/td><\/tr>
Thumbnail & Previews show up in VAB<\/td>Ensure preview-server.xml was copied correctly<\/td>IT, User<\/td><\/td><\/tr>
Server Java GC & RAM settings<\/td>Ensure wrapper & preview wrapper conf files have the correct Java GC settings from previous install<\/td>IT<\/td><\/td><\/tr>
metadata schema shows up in VAB<\/td>Previous schema XML file is copied to the new installation<\/td>IT<\/td><\/td><\/tr>
Hot Folder settings on workstations<\/td>Previous hot folder settings are still visible in Z->Settings<\/td>IT<\/td><\/td><\/tr>
Hot Folder works with custom scripts<\/td>Ensure hot folder ingest propagates any metadata from the workstation to the Zoom server<\/td>IT<\/td><\/td><\/tr>
Check-in\/checkout in VAB<\/td>Ensure all the key functions such as Check-in\/Check-out are working as expected<\/td>User<\/td><\/td><\/tr>
LDAP\/AD Settings<\/td>Zoom server.xml has the correct LDAP specs and ensure authentication with AD\/LDAP works as expected<\/td>IT<\/td><\/td><\/tr>
Backups are functioning<\/td>Any backups that may have been turned off are turned back on<\/td>IT<\/td><\/td><\/tr>
Upgrade test plan executed<\/td>Run through the test cases you documented in your upgrade test plan<\/td>IT, User<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Prior to a Zoom upgrade, it is highly recommended you walk through this checklist with your internal IT team and Evolphin support representative. Item Description Setup an upgrade window Select a time window such as Friday noon to evening to schedule the upgrade with minimal disruption to the creative groups Create a test plan Create […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[5],"tags":[],"class_list":["post-3832","post","type-post","status-publish","format-standard","hentry","category-pre-deployment"],"yoast_head":"\nUpgrade Checklist - Evolphin Documentation<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upgrade Checklist - Evolphin Documentation\" \/>\n<meta property=\"og:description\" content=\"Prior to a Zoom upgrade, it is highly recommended you walk through this checklist with your internal IT team and Evolphin support representative. 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